How big is McCrea Capital Advisor's plan?

McCrea Capital Advisor's plan reported $561K in assets and 19 participants for 2024.

Original filing (PDF)20250703130501NAL0000348211001

McCrea Capital Advisor

Name: McCrea Capital Advisor — McCrea Capital Advisor, Form 5500 (2024)
Creator: McCrea Capital Advisor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCrea Capital Advisor 401(k) Profit Sharing Plan Trust

401(k) retirement plan · McCrea Capital Advisor's McCrea Capital Advisor 401(k) Profit Sharing Plan Trust held $561K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$561K

Net assets (EOY)

$561K

People on this filing

Jason McCrea signed McCrea Capital Advisor's 2024 Form 5500 as plan administrator.

Jason McCrea — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

McCrea Capital Advisor's EIN is 27-3705395.

EIN 27-3705395

Plan number 001

Plan year 2024

ACK ID 20250703130501NAL0000348211001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McCrea Capital Advisor from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McCrea Capital Advisor's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCREA CAPITAL ADVISOR.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score